Bogart Wealth LLC’s Morgan Stanley Bitcoin Trust MSBT Stock Holding History

Bogart Wealth LLC’s Portfolio MSBT Stock Details MSBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$47.3K	Buy	+2,805	New	+$57.9K	﹤0.01%	553

Other funds holding MSBT

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Bogart Wealth LLC's MSBT Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in Morgan Stanley Bitcoin Trust (MSBT) in Q2 2026: 2,805 shares worth $47.3K. The stake represents ﹤0.01% of the portfolio and ranks #553 among its holdings.

4 funds tracked by Wall St. Rank hold MSBT as of Q2 2026.

Bogart Wealth LLC held 2,805 shares of Morgan Stanley Bitcoin Trust worth $47.3K as of Q2 2026.
Morgan Stanley Bitcoin Trust was a new Bogart Wealth LLC position in Q2 2026.
Morgan Stanley Bitcoin Trust made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #553 holding.
4 funds tracked by Wall St. Rank held Morgan Stanley Bitcoin Trust as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.